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292 hedge funds and large institutions have $3.96B invested in EnerSys in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $3.69B → $3.96B (+$274M)

3% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $4.8M

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

0.47% more ownership

Funds ownership: 95.57%96.03% (+0.47%)

5% less funds holding

Funds holding: 308292 (-16)

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

Holders
292
Holders Change
-16
Holders Change %
-5.19%
% of All Funds
5.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
103
Reduced
102
Closed
42
Calls
$4.95M
Puts
$4.8M
Net Calls
+$147K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$18K -$11.8K -127 -40%
PA
252
Parallel Advisors
California
$18K +$6.53K +70 +62%
SSB
253
Sandy Spring Bank
Maryland
$17K
KFI
254
Key Financial Inc
Pennsylvania
$15K
QCG
255
Quadrant Capital Group
Ohio
$13K +$280 +3 +2%
LWM
256
Liberty Wealth Management
California
$12K +$93 +1 +0.8%
CFGS
257
Concourse Financial Group Securities
Alabama
$11K
BU
258
BBVA USA
Alabama
$11K +$10.3K +110 New
JCM
259
Jacobi Capital Management
Pennsylvania
$10K
AIG
260
American International Group
New York
$9.73K -$1.21M -12,966 -12%
BCA
261
Berman Capital Advisors
Georgia
$9K
FRA
262
Front Row Advisors
California
$9K
GAM
263
Gemmer Asset Management
California
$9K
TAIM
264
TD Ameritrade Investment Management
Nebraska
$8K -$653 -7 -8%
LWCFA
265
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$7.74K +83 New
MGIM
266
M&G Investment Management
United Kingdom
$7.97K +$7.59M +81,324 New
ACA
267
Atlas Capital Advisors
Wyoming
$7.82K
LSA
268
Leonteq Securities AG
Switzerland
$6.65K +$6.34K +68 New
CAL
269
Capital Advisors Ltd
Ohio
$6K
CFA
270
Carroll Financial Associates
North Carolina
$6K
CWC
271
Carolinas Wealth Consulting
North Carolina
$4K
TWA
272
TCI Wealth Advisors
Arizona
$4K +$1.12K +12 +35%
HR
273
Howe & Rusling
New York
$3K -$1.49K -16 -34%
PCG
274
Private Capital Group
Connecticut
$3K -$280 -3 -8%
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$3K